Zurich Insurance Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $121M | Buy |
579,127
+279,255
| +93% | +$55.3M | 0.84% | 24 |
|
|
2026
Q1 | $49.3M | Sell |
299,872
-486,667
| -62% | -$84.3M | 0.39% | 67 |
|
|
2025
Q4 | $140M | Buy |
+786,539
| New | +$131M | 0.97% | 16 |
|
|
2024
Q3 | – | Sell |
-451,180
| Closed | -$43.9M | – | 240 |
|
|
2024
Q2 | $43.9M | Buy |
+451,180
| New | +$42.9M | 0.38% | 76 |
|
|
2023
Q4 | – | Sell |
-175,371
| Closed | -$14.3M | – | 261 |
|
|
2023
Q3 | $14.3M | Sell |
175,371
-205,524
| -54% | -$17.8M | 0.15% | 115 |
|
|
2023
Q2 | $32.5M | Sell |
380,895
-36,485
| -9% | -$3.12M | 0.34% | 87 |
|
|
2023
Q1 | $36.6M | Buy |
+417,380
| New | +$39M | 0.46% | 79 |
|
|
2022
Q1 | – | Sell |
-790,696
| Closed | -$77.6M | – | 225 |
|
|
2021
Q4 | $77.6M | Sell |
790,696
-343,352
| -30% | -$34.2M | 0.88% | 39 |
|
|
2021
Q3 | $110M | Sell |
1,134,048
-175,978
| -13% | -$17.4M | 1.32% | 30 |
|
|
2021
Q2 | $120M | Sell |
1,310,026
-84,039
| -6% | -$7.21M | 1.5% | 21 |
|
|
2021
Q1 | $108M | Buy |
+1,394,065
| New | +$107M | 1.55% | 22 |
|
|
2019
Q4 | – | Sell |
-344,976
| Closed | -$14.7M | – | 396 |
|
|
2019
Q3 | $14.7M | Buy |
344,976
+79,091
| +30% | +$3.38M | 0.28% | 88 |
|
|
2019
Q2 | $11.6M | Sell |
265,885
-77,772
| -23% | -$3.47M | 0.23% | 124 |
|
|
2019
Q1 | $14.5M | Buy |
343,657
+524
| +0.2% | +$22.1K | 0.31% | 91 |
|
|
2018
Q4 | $13.6M | Buy |
343,133
+129,769
| +61% | +$5.66M | 0.33% | 92 |
|
|
2018
Q3 | $9.94M | Sell |
213,364
-42,841
| -17% | -$2.09M | 0.21% | 135 |
|
|
2018
Q2 | $12.1M | Buy |
256,205
+7,050
| +3% | +$368K | 0.27% | 95 |
|
|
2018
Q1 | $13.4M | Buy |
249,155
+35,819
| +17% | +$1.98M | 0.31% | 82 |
|
|
2017
Q4 | $11.2M | Buy |
213,336
+25,878
| +14% | +$1.31M | 0.26% | 91 |
|
|
2017
Q3 | $9.03M | Sell |
187,458
-2,503
| -1% | -$116K | 0.25% | 95 |
|
|
2017
Q2 | $8.46M | Buy |
189,961
+16,039
| +9% | +$692K | 0.24% | 97 |
|
|
2017
Q1 | $7.45M | Buy |
173,922
+3,089
| +2% | +$137K | 0.22% | 104 |
|
|
2016
Q4 | $7.22M | Sell |
170,833
-46,406
| -21% | -$1.75M | 0.23% | 104 |
|
|
2016
Q3 | $6.96M | Sell |
217,239
-11,355
| -5% | -$339K | 0.23% | 112 |
|
|
2016
Q2 | $5.94M | Buy |
228,594
+5,911
| +3% | +$155K | 0.21% | 129 |
|
|
2016
Q1 | $5.57M | Buy |
222,683
+41,764
| +23% | +$1.07M | 0.2% | 143 |
|
|
2015
Q4 | $5.75M | Buy |
+180,919
| New | +$6.01M | 0.21% | 142 |
|
Other funds holding MS
Zurich Insurance Group's MS Position: Q2 2026 in Review
Zurich Insurance Group increased its Morgan Stanley (MS) stake by 93% in Q2 2026, buying an estimated $55.3M and bringing the position to 579,127 shares worth $121M. The position accounts for 0.84% of the portfolio, ranked #24.
Zurich Insurance Group first reported a position in MS in Q4 2015 and has held it in 27 quarters since. The position peaked at $140M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Zurich Insurance Group held 579,127 shares of Morgan Stanley worth $121M as of Q2 2026.
- Zurich Insurance Group bought 279,255 Morgan Stanley shares in Q2 2026, an estimated $55.3M.
- Morgan Stanley made up 0.84% of Zurich Insurance Group's portfolio in Q2 2026, its #24 holding.
- Zurich Insurance Group first reported a position in Morgan Stanley in Q4 2015 and has held it in 27 quarters since.
- Zurich Insurance Group's Morgan Stanley position peaked at $140M in Q4 2025.
- 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.